Switch to:
Also traded in: Germany

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 6/10

vs
industry
vs
history
Cash-to-Debt 0.74
NAS:ACXM's Cash-to-Debt is ranked lower than
77% of the 1984 Companies
in the Global Information Technology Services industry.

( Industry Median: 6.56 vs. NAS:ACXM: 0.74 )
Ranked among companies with meaningful Cash-to-Debt only.
NAS:ACXM' s Cash-to-Debt Range Over the Past 10 Years
Min: 0  Med: 0.08 Max: 1.32
Current: 0.74
0
1.32
Equity-to-Asset 0.62
NAS:ACXM's Equity-to-Asset is ranked higher than
54% of the 1901 Companies
in the Global Information Technology Services industry.

( Industry Median: 0.60 vs. NAS:ACXM: 0.62 )
Ranked among companies with meaningful Equity-to-Asset only.
NAS:ACXM' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.29  Med: 0.5 Max: 0.66
Current: 0.62
0.29
0.66
Debt-to-Equity 0.31
NAS:ACXM's Debt-to-Equity is ranked lower than
55% of the 1109 Companies
in the Global Information Technology Services industry.

( Industry Median: 0.26 vs. NAS:ACXM: 0.31 )
Ranked among companies with meaningful Debt-to-Equity only.
NAS:ACXM' s Debt-to-Equity Range Over the Past 10 Years
Min: 0.22  Med: 0.61 Max: 1.7
Current: 0.31
0.22
1.7
Debt-to-EBITDA 2.91
NAS:ACXM's Debt-to-EBITDA is ranked lower than
71% of the 1011 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.30 vs. NAS:ACXM: 2.91 )
Ranked among companies with meaningful Debt-to-EBITDA only.
NAS:ACXM' s Debt-to-EBITDA Range Over the Past 10 Years
Min: 1.17  Med: 2.15 Max: 5.92
Current: 2.91
1.17
5.92
Piotroski F-Score: 6
Altman Z-Score: 4.43
Beneish M-Score: -2.94
WACC vs ROIC
7.27%
-0.67%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 4/10

vs
industry
vs
history
Operating Margin % -0.55
NAS:ACXM's Operating Margin % is ranked lower than
65% of the 1924 Companies
in the Global Information Technology Services industry.

( Industry Median: 4.78 vs. NAS:ACXM: -0.55 )
Ranked among companies with meaningful Operating Margin % only.
NAS:ACXM' s Operating Margin % Range Over the Past 10 Years
Min: -4.06  Med: 2.59 Max: 9.46
Current: -0.55
-4.06
9.46
Net Margin % -1.31
NAS:ACXM's Net Margin % is ranked lower than
64% of the 1925 Companies
in the Global Information Technology Services industry.

( Industry Median: 3.43 vs. NAS:ACXM: -1.31 )
Ranked among companies with meaningful Net Margin % only.
NAS:ACXM' s Net Margin % Range Over the Past 10 Years
Min: -2.08  Med: 0.95 Max: 6.83
Current: -1.31
-2.08
6.83
ROE % -1.58
NAS:ACXM's ROE % is ranked lower than
65% of the 1866 Companies
in the Global Information Technology Services industry.

( Industry Median: 6.42 vs. NAS:ACXM: -1.58 )
Ranked among companies with meaningful ROE % only.
NAS:ACXM' s ROE % Range Over the Past 10 Years
Min: -3.99  Med: 1.16 Max: 12.91
Current: -1.58
-3.99
12.91
ROA % -0.97
NAS:ACXM's ROA % is ranked lower than
62% of the 1992 Companies
in the Global Information Technology Services industry.

( Industry Median: 2.97 vs. NAS:ACXM: -0.97 )
Ranked among companies with meaningful ROA % only.
NAS:ACXM' s ROA % Range Over the Past 10 Years
Min: -1.73  Med: 0.63 Max: 6.09
Current: -0.97
-1.73
6.09
ROC (Joel Greenblatt) % -2.75
NAS:ACXM's ROC (Joel Greenblatt) % is ranked lower than
64% of the 1954 Companies
in the Global Information Technology Services industry.

( Industry Median: 21.87 vs. NAS:ACXM: -2.75 )
Ranked among companies with meaningful ROC (Joel Greenblatt) % only.
NAS:ACXM' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: -12.52  Med: 10.34 Max: 38.46
Current: -2.75
-12.52
38.46
3-Year Revenue Growth Rate 0.70
NAS:ACXM's 3-Year Revenue Growth Rate is ranked lower than
63% of the 1618 Companies
in the Global Information Technology Services industry.

( Industry Median: 5.30 vs. NAS:ACXM: 0.70 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
NAS:ACXM' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: -9.5  Med: 5.9 Max: 33.3
Current: 0.7
-9.5
33.3
3-Year EBITDA Growth Rate 15.30
NAS:ACXM's 3-Year EBITDA Growth Rate is ranked higher than
65% of the 1432 Companies
in the Global Information Technology Services industry.

( Industry Median: 7.30 vs. NAS:ACXM: 15.30 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
NAS:ACXM' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: -39.4  Med: 8.3 Max: 38
Current: 15.3
-39.4
38
GuruFocus has detected 3 Warning Signs with Acxiom Corp NAS:ACXM.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» NAS:ACXM's 30-Y Financials

Financials (Next Earnings Date: 2018-01-31)


Revenue & Net Income
Cash & Debt
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q4 2016

ACXM Guru Trades in Q4 2016

Paul Tudor Jones 16,408 sh (New)
Ron Baron 2,071,823 sh (+8.67%)
Chuck Royce 48,000 sh (unchged)
Joel Greenblatt Sold Out
Mariko Gordon 2,502,457 sh (-0.06%)
Jim Simons 117,500 sh (-66.61%)
» More
Q1 2017

ACXM Guru Trades in Q1 2017

Joel Greenblatt 20,124 sh (New)
Jim Simons 140,245 sh (+19.36%)
Ron Baron 2,122,429 sh (+2.44%)
Chuck Royce 48,000 sh (unchged)
Paul Tudor Jones Sold Out
Mariko Gordon 2,242,597 sh (-10.38%)
» More
Q2 2017

ACXM Guru Trades in Q2 2017

Barrow, Hanley, Mewhinney & Strauss 85,844 sh (New)
Jim Simons 356,945 sh (+154.52%)
Ron Baron 2,230,663 sh (+5.10%)
Chuck Royce 48,000 sh (unchged)
Joel Greenblatt Sold Out
Mariko Gordon 1,753,820 sh (-21.80%)
» More
Q3 2017

ACXM Guru Trades in Q3 2017

Jim Simons 570,745 sh (+59.90%)
Ron Baron 2,863,312 sh (+28.36%)
Chuck Royce 48,000 sh (unchged)
Mariko Gordon Sold Out
Barrow, Hanley, Mewhinney & Strauss 85,537 sh (-0.36%)
» More
» Details

Insider Trades

Latest Guru Trades with NAS:ACXM

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Ron Baron 2017-09-30 Add 28.36%0.07%$21.85 - $27.14 $ 27.5712%2,863,312
Barrow, Hanley, Mewhinney & Strauss 2017-09-30 Reduce -0.36%$21.85 - $27.14 $ 27.5712%85,537
Mariko Gordon 2017-09-30 Sold Out 2.72%$21.85 - $27.14 $ 27.5712%0
Ron Baron 2017-06-30 Add 5.10%0.01%$25.73 - $29.05 $ 27.571%2,230,663
Mariko Gordon 2017-06-30 Reduce -21.80%0.81%$25.73 - $29.05 $ 27.571%1,753,820
Barrow, Hanley, Mewhinney & Strauss 2017-06-30 New Buy$25.73 - $29.05 $ 27.571%85,844
Joel Greenblatt 2017-06-30 Sold Out 0.01%$25.73 - $29.05 $ 27.571%0
Mariko Gordon 2017-03-31 Reduce -10.38%0.4%$26 - $29.66 $ 27.57-1%2,242,597
Ron Baron 2017-03-31 Add 2.44%0.01%$26 - $29.66 $ 27.57-1%2,122,429
Joel Greenblatt 2017-03-31 New Buy0.01%$26 - $29.66 $ 27.57-1%20,124
Mariko Gordon 2016-12-31 Reduce -0.06%$22.72 - $27.58 $ 27.576%2,502,457
Ron Baron 2016-12-31 Add 8.67%0.02%$22.72 - $27.58 $ 27.576%2,071,823
Joel Greenblatt 2016-12-31 Sold Out 0.01%$22.72 - $27.58 $ 27.576%0
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Business Description

Industry: Application Software » Information Technology Services    NAICS: 518210    SIC: 7374
Compare:BOM:526299, SHSE:600728, MIL:REY, NAS:SYNT, OHEL:TIE1V, SHSE:600797, SZSE:300168, TSE:8056, TSE:4733, LSE:CCC, XKLS:138, SZSE:300297, SZSE:000676, SZSE:300287, SHSE:600634, XBRU:ECONB, SZSE:002368, NAS:VNET, BOM:540005, SZSE:300271 » details
Traded in other countries:XIM.Germany,
Headquarter Location:USA
Acxiom Corp is an enterprise data, analytics and software-as-a-service company. Its business segments include Marketing Services, Audience Solutions and Connectivity.

Acxiom Corp is an enterprise data, analytics and software-as-a-service company. Its business segments include Marketing Services, Audience Solutions and Connectivity.

Guru Investment Theses on Acxiom Corp

Baron Funds Comments on Acxiom Corp - Oct 25, 2016

Acxiom Corporation (NASDAQ:ACXM) is a critical player in the data-driven, people-based advertising industry, whose technology, data, and connections help advertisers significantly improve the targeting and productivity of their digital advertising spend. Shares of Acxiom were up in the third quarter, driven by rapid growth in the company’s cloud-based connectivity and identity business, branded LiveRamp. LiveRamp’s products enable advertisers to resolve the hundreds of different identifiers for consumers used on devices (smart phone, tablet, computer, TV), marketing platforms (such as Facebook or Instagram) and their own internal systems to a real person in a privacy-compliant manner. (Ashim Mehra)







From Baron Opportunity Fund third-quarter 2016 commentary.



Check out Ron Baron latest stock trades

Ratios

vs
industry
vs
history
Forward PE Ratio 25.58
ACXM's Forward PE Ratio is ranked lower than
65% of the 298 Companies
in the Global Information Technology Services industry.

( Industry Median: 22.88 vs. ACXM: 25.58 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PB Ratio 2.86
ACXM's PB Ratio is ranked higher than
58% of the 1848 Companies
in the Global Information Technology Services industry.

( Industry Median: 3.13 vs. ACXM: 2.86 )
Ranked among companies with meaningful PB Ratio only.
ACXM' s PB Ratio Range Over the Past 10 Years
Min: 1.03  Med: 2.2 Max: 4.3
Current: 2.86
1.03
4.3
PS Ratio 2.45
ACXM's PS Ratio is ranked higher than
52% of the 1840 Companies
in the Global Information Technology Services industry.

( Industry Median: 2.37 vs. ACXM: 2.45 )
Ranked among companies with meaningful PS Ratio only.
ACXM' s PS Ratio Range Over the Past 10 Years
Min: 0.39  Med: 1.35 Max: 3.64
Current: 2.45
0.39
3.64
Price-to-Free-Cash-Flow 38.95
ACXM's Price-to-Free-Cash-Flow is ranked lower than
59% of the 681 Companies
in the Global Information Technology Services industry.

( Industry Median: 26.25 vs. ACXM: 38.95 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
ACXM' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 2.45  Med: 10.91 Max: 293.29
Current: 38.95
2.45
293.29
Price-to-Operating-Cash-Flow 19.63
ACXM's Price-to-Operating-Cash-Flow is ranked higher than
56% of the 850 Companies
in the Global Information Technology Services industry.

( Industry Median: 18.64 vs. ACXM: 19.63 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
ACXM' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 1.68  Med: 8.38 Max: 690.33
Current: 19.63
1.68
690.33
EV-to-EBIT -441.45
ACXM's EV-to-EBIT is ranked lower than
100% of the 1275 Companies
in the Global Information Technology Services industry.

( Industry Median: 19.16 vs. ACXM: -441.45 )
Ranked among companies with meaningful EV-to-EBIT only.
ACXM' s EV-to-EBIT Range Over the Past 10 Years
Min: -1316.1  Med: 15.3 Max: 1869.1
Current: -441.45
-1316.1
1869.1
EV-to-EBITDA 28.47
ACXM's EV-to-EBITDA is ranked lower than
67% of the 1386 Companies
in the Global Information Technology Services industry.

( Industry Median: 15.27 vs. ACXM: 28.47 )
Ranked among companies with meaningful EV-to-EBITDA only.
ACXM' s EV-to-EBITDA Range Over the Past 10 Years
Min: -69.5  Med: 7.05 Max: 2168.2
Current: 28.47
-69.5
2168.2
EV-to-Revenue 2.51
ACXM's EV-to-Revenue is ranked higher than
51% of the 1894 Companies
in the Global Information Technology Services industry.

( Industry Median: 2.40 vs. ACXM: 2.51 )
Ranked among companies with meaningful EV-to-Revenue only.
ACXM' s EV-to-Revenue Range Over the Past 10 Years
Min: 0.7  Med: 1.5 Max: 3.5
Current: 2.51
0.7
3.5
Shiller PE Ratio 108.57
ACXM's Shiller PE Ratio is ranked lower than
82% of the 336 Companies
in the Global Information Technology Services industry.

( Industry Median: 38.33 vs. ACXM: 108.57 )
Ranked among companies with meaningful Shiller PE Ratio only.
ACXM' s Shiller PE Ratio Range Over the Past 10 Years
Min: 11.49  Med: 39.71 Max: 115.6
Current: 108.57
11.49
115.6
Current Ratio 2.23
ACXM's Current Ratio is ranked higher than
60% of the 1846 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.89 vs. ACXM: 2.23 )
Ranked among companies with meaningful Current Ratio only.
ACXM' s Current Ratio Range Over the Past 10 Years
Min: 0.89  Med: 1.85 Max: 3.48
Current: 2.23
0.89
3.48
Quick Ratio 2.23
ACXM's Quick Ratio is ranked higher than
63% of the 1846 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.75 vs. ACXM: 2.23 )
Ranked among companies with meaningful Quick Ratio only.
ACXM' s Quick Ratio Range Over the Past 10 Years
Min: 0.89  Med: 1.85 Max: 3.48
Current: 2.23
0.89
3.48
Days Sales Outstanding 58.21
ACXM's Days Sales Outstanding is ranked higher than
64% of the 1588 Companies
in the Global Information Technology Services industry.

( Industry Median: 66.91 vs. ACXM: 58.21 )
Ranked among companies with meaningful Days Sales Outstanding only.
ACXM' s Days Sales Outstanding Range Over the Past 10 Years
Min: 52.84  Med: 56.6 Max: 72.86
Current: 58.21
52.84
72.86
Days Payable 36.96
ACXM's Days Payable is ranked lower than
62% of the 1405 Companies
in the Global Information Technology Services industry.

( Industry Median: 42.91 vs. ACXM: 36.96 )
Ranked among companies with meaningful Days Payable only.
ACXM' s Days Payable Range Over the Past 10 Years
Min: 10.37  Med: 17.35 Max: 36.96
Current: 36.96
10.37
36.96

Buy Back

vs
industry
vs
history
3-Year Average Share Buyback Ratio -0.70
ACXM's 3-Year Average Share Buyback Ratio is ranked higher than
69% of the 1345 Companies
in the Global Information Technology Services industry.

( Industry Median: -3.00 vs. ACXM: -0.70 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
ACXM' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -19.9  Med: -0.7 Max: 3.9
Current: -0.7
-19.9
3.9

Valuation & Return

vs
industry
vs
history
Price-to-Tangible-Book 30.02
ACXM's Price-to-Tangible-Book is ranked lower than
93% of the 1546 Companies
in the Global Information Technology Services industry.

( Industry Median: 4.70 vs. ACXM: 30.02 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
ACXM' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 1.2  Med: 6.85 Max: 750.74
Current: 30.02
1.2
750.74
Price-to-Intrinsic-Value-Projected-FCF 1.90
ACXM's Price-to-Intrinsic-Value-Projected-FCF is ranked higher than
65% of the 811 Companies
in the Global Information Technology Services industry.

( Industry Median: 2.20 vs. ACXM: 1.90 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
ACXM' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.19  Med: 1.51 Max: 187
Current: 1.9
0.19
187
Price-to-Median-PS-Value 1.84
ACXM's Price-to-Median-PS-Value is ranked lower than
75% of the 1639 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.12 vs. ACXM: 1.84 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
ACXM' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.34  Med: 1.18 Max: 2.74
Current: 1.84
0.34
2.74
Earnings Yield (Greenblatt) % -0.23
ACXM's Earnings Yield (Greenblatt) % is ranked lower than
64% of the 1997 Companies
in the Global Information Technology Services industry.

( Industry Median: 2.11 vs. ACXM: -0.23 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
ACXM' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: -4.9  Med: 3.3 Max: 10.9
Current: -0.23
-4.9
10.9
Forward Rate of Return (Yacktman) % -12.50
ACXM's Forward Rate of Return (Yacktman) % is ranked lower than
88% of the 818 Companies
in the Global Information Technology Services industry.

( Industry Median: 11.39 vs. ACXM: -12.50 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) % only.
ACXM' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -17.6  Med: 0.5 Max: 51.7
Current: -12.5
-17.6
51.7

More Statistics

Revenue (TTM) (Mil) $885.93
EPS (TTM) $ -0.16
Beta0.90
Short Percentage of Float4.59%
52-Week Range $21.80 - 30.40
Shares Outstanding (Mil)79.22

Analyst Estimate

Mar18 Mar19
Revenue (Mil $) 921 1,036
EPS ($) 0.84 1.06
EPS without NRI ($) 0.84 1.06
EPS Growth Rate
(Future 3Y To 5Y Estimate)
15.00%
Dividends per Share ($)

Piotroski F-Score Details

Piotroski F-Score: 66
Positive ROAN
Positive CFROAY
Higher ROA yoyN
CFROA > ROAY
Lower Leverage yoyN
Higher Current Ratio yoyY
Less Shares Outstanding yoyY
Higher Gross Margin yoyY
Higher Asset Turnover yoyY

Personalized Checklist

Checklist has been moved to "Checklist" tab.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}